MAppFin, Grad Dip Fin Plan, CPA, BCom
Roxanne has over 20 years’ experience in the financial services industry and is one of our team of financial advisers. Her expertise is in wealth accumulation and protection, superannuation, Centrelink and pre- and post-retirement planning.
Roxanne has worked predominantly in superannuation and she has held various positions including superannuation accountant, paraplanner and financial adviser. Roxanne believes her exposure to these roles has helped her develop a strong technical foundation with the knowledge and expertise to best service her clients.
“I’m dedicated to achieving the best results for my clients and I get satisfaction from seeing the difference financial planning has made to them and the achievement of their dreams.”